Lido Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Buy |
41,297
+2,651
| +7% | +$275K | 0.02% | 387 |
|
|
2025
Q1 | $4.22M | Buy |
38,646
+19,809
| +105% | +$2.16M | 0.02% | 363 |
|
|
2024
Q4 | $1.74M | Buy |
18,837
+4,095
| +28% | +$378K | 0.01% | 513 |
|
|
2024
Q3 | $1.51M | Buy |
14,742
+1,636
| +12% | +$168K | 0.01% | 510 |
|
|
2024
Q2 | $1.15M | Buy |
13,106
+2,149
| +20% | +$189K | 0.01% | 561 |
|
|
2024
Q1 | $943K | Sell |
10,957
-719
| -6% | -$61.9K | 0.01% | 618 |
|
|
2023
Q4 | $948K | Buy |
11,676
+2,444
| +26% | +$199K | 0.01% | 581 |
|
|
2023
Q3 | $694K | Buy |
9,232
+253
| +3% | +$19K | 0.01% | 587 |
|
|
2023
Q2 | $756K | Buy |
8,979
+2,294
| +34% | +$193K | 0.01% | 553 |
|
|
2023
Q1 | $608K | Buy |
6,685
+1,204
| +22% | +$110K | 0.01% | 553 |
|
|
2022
Q4 | $520K | Sell |
5,481
-132
| -2% | -$12.5K | 0.01% | 516 |
|
|
2022
Q3 | $485K | Buy |
5,613
+108
| +2% | +$9.33K | 0.01% | 492 |
|
|
2022
Q2 | $528K | Sell |
5,505
-679
| -11% | -$65.1K | 0.01% | 461 |
|
|
2022
Q1 | $616K | Buy |
6,184
+747
| +14% | +$74.4K | 0.01% | 476 |
|
|
2021
Q4 | $483K | Buy |
5,437
+1,469
| +37% | +$131K | 0.01% | 548 |
|
|
2021
Q3 | $322K | Buy |
+3,968
| New | +$322K | ﹤0.01% | 636 |
|
|
2020
Q2 | – | Sell |
-3,135
| Closed | -$251K | – | 525 |
|
|
2020
Q1 | $251K | Sell |
3,135
-1,366
| -30% | -$109K | 0.01% | 409 |
|
|
2019
Q4 | $425K | Buy |
+4,501
| New | +$425K | 0.02% | 376 |
|
|
2017
Q1 | – | Sell |
-4,716
| Closed | -$297K | – | 243 |
|
|
2016
Q4 | $297K | Buy |
+4,716
| New | +$297K | 0.07% | 134 |
|
|
2016
Q3 | – | Sell |
-5,841
| Closed | -$409K | – | 155 |
|
|
2016
Q2 | $409K | Sell |
5,841
-159
| -3% | -$11.1K | 0.13% | 77 |
|
|
2016
Q1 | $398K | Buy |
+6,000
| New | +$398K | 0.13% | 77 |
|